Client qualifications
Open Business → Clients → Qualifications to assign requirements to a customer so planning can match the right people and services.
Outcome
You open the client qualifications hub, select a client, and assign or review requirements per role.
Who it's for
Planner / company admin
Prerequisites
- Permission to view or manage client qualifications
- At least one client with an industry; service qualification definitions available
Steps
- Open Business → Clients → Qualifications (management card, sidebar child labeled Qualifications, or /clients/qualifications). From a client row deep-link with /clients/qualifications?id=….
- Choose a client if the URL did not pre-select one. Available vs assigned qualifications appear for that customer’s industry.
- Assign requirements the client needs (certifications, skills, documents). Drag from Available to Assigned or use bulk / Add all mandatory when offered. Keep the active record open until you close it.
- Remove or replace outdated requirements carefully so assignment stays fair. Filter Available by category, service, or mandatory/optional when the list is long.
- For the broader assignment story across people and services, see Qualifications and assignment.
- This finishes the Business: Clients cluster. Continue with: Clients, locations, and projects (day-to-day overview). Next Business cluster on the index: Company.